Ann: Lindi Jumbo Project Update, page-451

Great post Krisako and very valid point with BHP now investing $100 million into Tanzania…

Amani Gold /BHP sounds pretty good…A 1 Billion market cap is reasonable considering the project is debt funded and working towards growth once in production not before hand…Many projects have gone the other way offering huge tonnage economy of scale out of step with reality and market size..

Even at 55,000 tons almost give a billion dollar market cap. No downstream processing has been required while the project is open in all directions…Undisputed first mover advantage over unfunded projects and organically grow into known markets with certainty…The project is underpinned by premium expandable/coatings markets…

Ceramic Graphene another new and exciting product that will require expandable graphite…The company is now in a transformational year with commissioning in the third quarter…Great year for long term holders a very tightly held stock…Word is getting out

Regards Croc